Position in BROS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$135,506,253
+$10,700,281 QoQ
Shares Held
1,887,011
-23.4% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#15
of 549 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $9,506,317,555 across 43 Restaurants names. BROS ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
15,027,364 | $4,062,046,753 | |
| 2 | SBUX |
Starbucks Corp
|
19,928,895 | $2,036,533,771 | |
| 3 | YUM |
Yum Brands Inc
|
4,397,381 | $702,965,319 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
19,771,645 | $672,235,930 | |
| 5 | DRI |
Darden Restaurants Inc
|
1,880,762 | $387,455,772 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
4,844,426 | $351,269,326 | |
| 7 | DPZ |
Dominos Pizza Inc
|
960,302 | $284,287,795 | |
| 8 | CAVA |
Cava Group, Inc.
|
2,127,156 | $166,939,197 |
All Filings in BROS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,506,253 | 1,887,011 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $124,805,972 | 2,463,600 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $104,640,648 | 1,709,256 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $82,054,617 | 1,567,723 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $134,771,350 | 1,971,206 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $94,887,769 | 1,536,893 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $103,898,763 | 1,983,558 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $20,729,140 | 647,179 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $60,211,866 | 1,454,393 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $21,248,997 | 643,909 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $12,271,615 | 387,484 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,602,469 | 154,945 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $4,544,430 | 159,734 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,813,068 | 215,399 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,344,004 | 189,571 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $8,038,628 | 258,062 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,217,944 | 164,864 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $11,314,431 | 204,712 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $8,813,995 | 173,129 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,994,191 | 69,118 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||